by Town Close Financial Planning | Apr 17, 2024 | financial planning, General News, Investment News
The investment world spends much time poring over data in an attempt to predict future investment returns. But, as we know, the future is entirely unpredictable – there are no facts about it. However human nature is quite persistent, how we react as group – “the... 
by Town Close Financial Planning | Apr 13, 2024 | financial planning
It’s the age old conundrum of cost vs value vs “risk”. In any and every field “risk” means avoiding a bad outcome. It is to the detriment of all that “risk” is so tightly associated to the ups and downs of investments In many areas it is obvious you... 
by Town Close Financial Planning | Apr 4, 2024 | financial planning
Thoughts from our wellbeing coach, Suzan Issa: Life is filled with a series of transitions, each posing its own set of challenges. As creatures of habit, we become accustomed to routines, patterns, and expectations, making it particularly unsettling when these are... 
by Town Close Financial Planning | Apr 2, 2024 | financial planning, General News
2024 marks 30 years of me working in financial services, I started as a Trainee Broker Consultant at the Croydon branch of Scottish Equitable in October 1994. What lessons have I learned? More than I can remember, but below are 30 that came to me when I gave it... 
by Town Close Financial Planning | Feb 5, 2024 | financial planning
I like to read about history, there are many lessons that can be learned and insights gained. A history of Agincourt I read recently had me thinking about decisions and their outcomes. “Agincourt: Battle of The Scarred King” by Michael Livingston, offers... 
by Town Close Financial Planning | Jan 30, 2024 | financial planning, General News
Redefining Financial Success: More Value, Less Cost A decade ago, a potential client was captivated by the glossy allure of a renowned investment firm. Fast forward to today, and their perspective has evolved dramatically. They’re no longer swayed by persistent...